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Daniel, a successful business owner, questions if his current `personal finance` approach will achieve his ideal `retirement planning`. In this video I review his `money management` and `investing` strategies. Learn how tailored `financial planning` can help even high-earners align their present actions with future goals. If you’re self-employed or a high-income earner wondering whether you’re on the right track for early retirement, this video walks through how I build real financial plans and shows the adjustments that can make a huge difference. In today’s breakdown, we cover: • Daniel’s income: $120k W2 + $150k distributions • His current assets, liabilities, and net worth • Ranked retirement goals (retire at 55, beach condo, legacy planning) • What he’s currently doing with savings and investments • The changes I recommend to increase his probability of success • How paying off debt, optimizing cash flow, and maxing out the right accounts can transform an early retirement plan My goal with these videos is to show how real financial planning works — not hypotheticals, not rules of thumb, but actual numbers and strategies people can use to build the life they want. 📅 Want help with your own plan? If you’re looking at your situation and thinking, “I’m not sure if I’m on the right path,” schedule some time with me using the link below. We’ll build a financial plan you can feel confident about. 📌 Schedule a Call: https://calendly.com/caseycraft